07/05/2012
2plan wealth management offers new lifeline to Honister advisers
“from weeks or months to just hours in many cases”
Wealth and Asset Management
07/05/2012
Global Corporate Giving Initiative Answers Question, “What Counts?”
The Global Guide provides corporations with a much needed tool to allow more efficient measurement of corporate giving on a global scale.
07/05/2012
Ex-Adam & Co boss' new private bank raises £5m
New private bank Scoban is entering its next stage of development after successfully raising £5 million after two rounds of fund raising.
07/05/2012
Raymond James partners with HSBC for onshore bond
The HSBC Onshore Investment Bond allows advisers and wealth managers to manage clients’ assets using Raymond James’ technology.
07/05/2012
Rothschild family: a new vision of philanthropy
With its twelve foundations spread all across the world, the Edmond de Rothschild Foundations Network focuses mainly on education
07/05/2012
Discontent grows as clients demand Coutts' AIG answers
The payment follows the completion of an independent third party review
07/05/2012
Norwich-based SG Wealth Management unveils new stockbroking service
In September 2011 SG Wealth Management bought Ipswich firm of Stan Gaskin Ltd and it said the new stockbroking arm supports its growth as a leading player in the financial management sector.
07/04/2012
HNWIs more altruistic than advisers think
High net worth individuals are more altruistic than wealth advisers think, according to a global study published by Liechtenstein-headquartered private bank Kaiser Partner.
07/04/2012
Aberdeen crowned best group in the What Investment Trust Awards 2012
Aberdeen had the largest number of trusts achieving first quartile performance in their sectors over ten years, as well as a number of stand-out performers.
07/04/2012
Preserving wealth most important aspect of managing investments - study
The study, which focused on three key topics -- structure, investing, and succession and governance planning -- was conducted to find out more about what motivates family offices and to provide a collective insight to help family offices learn from each o
07/04/2012
Manchester United: Step aside, billionaires
Professional sports franchises are often discussed in the context of money – player contracts, labour disputes, purchase prices and the like.
07/03/2012
Barclays resignations rattle U.S. wealth unit
The venerable British bank was halfway toward completing a $500 million, five-year plan to build a brokerage franchise aimed at wealthy Americans when Robert Diamond, the Massachusetts-born chief executive who authorized the plan, resigned.
07/03/2012
What does responsibility mean to the wealthy? - Research
New insight from hundreds of HNWs across Germany, Russia, the UK and the USA has engagement with the major driving forces of change as a wealth of creating wealth.
07/03/2012
Embarrassing moment for Coutts customer
Coutts is the private banking arm of Royal Bank of Scotland and asks for a £1million deposit to open an account.
07/02/2012
Credit Suisse Seeks $321 Million Selling Part of Aberdeen
The Zurich-based lender is selling as many as 80.4 million Aberdeen shares for 245 pence to 255 pence each, a discount of as much as 7.4 percent to the closing price today, said the people, who asked not to be identified because the process is private.
07/02/2012
Sir David Money-Coutts
It was Thomas who established the firm’s reputation as private bankers to the aristocracy, and secured its royal connection.
07/02/2012
deVere Group launches Italian office
The Group aims to have 100 offices worldwide within the next five years.
07/01/2012
Dexia AM presents its asset allocation outlook for the second half of 2012
The situation is still precarious. Any excessive disappointment could send us into a new cycle of stress, which is the main driver of negotiations in Europe. The psychological battle between countries is feeding the rumour mill and heightening market vola
07/01/2012
The RDR Inquiry - 2plan wealth management research
The White Paper, entitled, ‘The RDR Inquiry’ was independently commissioned and not designed to reflect the opinions of 2plan or its members.
07/01/2012
IFAs realise value of having access to a broad range of cash deposit products on wrap platforms - Research
“The role of cash deposit products/rates on wrap platforms will change substantially over the next few years. It is up to those IFAs to spend more time on this element of a portfolio to potentially gain a significant advantage for their client.&rdqu